April 2024 Living Well

Tips on How to Maximize Your Health Plan

Did you know you may have “extras” built into your health plan premium? Many of these benefits have ZERO cost share for the member and some even pay you to do them!

Check out our recent blog in collaboration with Melissa Soffronoff G , President/CEO of The H.I.P. Group. Click here for the full blog.

Unlocking Financial Security: Long-Term Care Insurance Essentials

Long-term care insurance can be a key element in helping to secure financial stability as you begin to near retirement. As the need for long-term care becomes more prevalent, you may begin to think about incorporating an insurance policy into your financial plan. Click here for the full blog.

In Case You Missed It: Wealth IQ

Marshall Wealth IQ is aimed at sharing insightful financial market and economic data in easy to visualize charts with brief analyses. This commentary isn’t designed as a call to investment action, but rather as a source to help you feel better informed about current events in today’s market and the underlying trends impacting current wealth. Click here to read our investment department's April Wealth IQ.

Hello! My name is Lisa Chamberlin, I am one of the client care specialist at Marshall. I began with Marshall back in 2020 as the Receptionist after a long time spent in the Automotive Industry. I quickly became intrigued by the Financial world and excited to learn and assist our clients in their journeys.  I feel extremely lucky to be part of such a great team and thoroughly enjoy getting to work with our clients!

One of my biggest interests outside of work is DIY Home remodel projects. While my husband would much rather relax and enjoy the weekends, I always have a home remodel project in mind. We have done many projects from remodeling bathrooms, bedrooms and kitchens, to finishing a basement. Our most recent project we completed was removing a closet and creating a Mudroom. While it seemed like it was going to be an easy task it turned out to be quite a process! But in the end, it was worth it, and we are very happy with how it came out!

When I am not working at Marshall(or on my house) I also enjoy spending time on the beach, going to concerts, watching the Phillies play or anything on the Bravo Channel. I am a sucker for my Real Housewives shows! 

Disclosure: Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania. This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index. This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore. For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.